Continuum Advisory, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF | $40.87M | 4.1% |
| Apple Inc. | $40.14M | 4.0% |
| JPMORGAN CORE PLUS BOND ETF | $31.32M | 3.1% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $28.58M | 2.9% |
| CAPITAL GROUP CORE BOND ETF | $27.22M | 2.7% |
| VANGUARD TOTAL STOCK MARKET ETF | $25.83M | 2.6% |
| MICROSOFT CORP | $25.06M | 2.5% |
| VANGUARD EXTENDED MARKET ETF | $22.28M | 2.2% |
| NVIDIA Corp | $19.50M | 2.0% |
| Amazon.com Inc | $15.97M | 1.6% |
| INVESCO QQQ TRUST SERIES I | $15.70M | 1.6% |
| VANGUARD TOTAL BOND MARKET ETF | $14.18M | 1.4% |
| VANGUARD S&P 500 ETF | $13.41M | 1.3% |
| ISHARES S&P 100 ETF | $13.33M | 1.3% |
| STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $12.60M | 1.3% |
| VANGUARD LARGE-CAP ETF | $11.60M | 1.2% |
| Alphabet Inc. | $11.08M | 1.1% |
| ISHARES CORE MSCI EAFE ETF | $9.51M | 1.0% |
| FIRST EAGLE OVERSEAS EQUITY ETF | $9.40M | 0.9% |
| ISHARES CORE S&P 500 ETF | $9.22M | 0.9% |
| SIMPLIFY OPPORTUNISTIC INCOME ETF | $9.00M | 0.9% |
| Newmont Corp | $8.82M | 0.9% |
| Walmart Inc. | $8.12M | 0.8% |
| VANGUARD INTERMEDIATE-TERM BOND ETF | $7.50M | 0.8% |
| INCYTE CORP | $7.33M | 0.7% |
| Ulta Beauty, Inc. | $7.05M | 0.7% |
| Salesforce Inc | $6.85M | 0.7% |
| SCHWAB US DIVIDEND EQUITY ETF | $6.81M | 0.7% |
| MICRON TECHNOLOGY INC | $6.76M | 0.7% |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.73M | 0.7% |
| STATE STREET SPDR S&P 500 ETF | $6.72M | 0.7% |
| VANGUARD SMALL-CAP ETF | $6.62M | 0.7% |
| CAPITAL GROUP GROWTH ETF | $6.57M | 0.7% |
| VANGUARD MID-CAP ETF | $6.41M | 0.6% |
| JPMORGAN CHASE & CO | $6.37M | 0.6% |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | $6.32M | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $6.27M | 0.6% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | $6.27M | 0.6% |
| CVS HEALTH Corp | $6.27M | 0.6% |
| NEUROCRINE BIOSCIENCES INC | $6.04M | 0.6% |
| BioMarin Pharmaceutical Inc | $6.03M | 0.6% |
| EVEREST GROUP, LTD. | $5.66M | 0.6% |
| Warren E. Buffett | $5.55M | 0.6% |
| STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $5.48M | 0.5% |
| VANGUARD RUSSELL 1000 GROWTH ETF | $5.41M | 0.5% |
| ORACLE CORP | $5.32M | 0.5% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $5.28M | 0.5% |
| Alphabet Inc. | $5.16M | 0.5% |
| Cigna Group | $5.09M | 0.5% |
| JPMORGAN INCOME ETF | $5.02M | 0.5% |